Civic Intelligence

PTA - California Congress CL Smith PTA

990EZ • Fiscal year 2015 • EIN 95-6207130

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

1375 Balboa StSan Luis Obispo, CA 93405

(805) 781-0801

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$20,856

Up $222 (+1.1%) from 2014

Net Assets

Up

$20,856

Up $222 (+1.1%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$29,809

Down $9,894 (-25%) from 2014

Expenses

Up

$29,587

Up $524 (+1.8%) from 2014

Net Income

Down

$222

Down $10,418 (-98%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $19,476Liabilities 2011: $02011Assets 2012: $20,894Net Assets 2012: $20,8942012Assets 2013: $9,994Net Assets 2013: $9,9942013Assets 2014: $20,634Net Assets 2014: $20,6342014Assets 2015: $20,856Net Assets 2015: $20,8562015Assets 2016: $28,882Net Assets 2016: $28,8822016Assets 2017: $22,021Net Assets 2017: $22,0212017Assets 2018: $24,339Liabilities 2018: $0Net Assets 2018: $24,3392018Assets 2019: $39,302Liabilities 2019: $0Net Assets 2019: $39,3022019Assets 2020: $77,068Liabilities 2020: $0Net Assets 2020: $77,0682020Assets 2021: $67,851Liabilities 2021: $0Net Assets 2021: $67,8512021Assets 2022: $81,576Liabilities 2022: $0Net Assets 2022: $81,5762022Assets 2023: $83,830Liabilities 2023: $0Net Assets 2023: $83,8302023Assets 2024: $103,221Liabilities 2024: $0Net Assets 2024: $103,2212024Assets 2025: $69,700Net Assets 2025: $69,7002025

Highlighted filing

2015

Assets$20,856
Liabilities-
Net Assets$20,856

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $46,570Expenses 2011: $39,828Net Income 2011: $6,7422011Revenue 2012: $47,923Expenses 2012: $46,505Net Income 2012: $1,4182012Revenue 2013: $30,115Expenses 2013: $41,015Net Income 2013: -$10,9002013Revenue 2014: $39,703Expenses 2014: $29,063Net Income 2014: $10,6402014Revenue 2015: $29,809Expenses 2015: $29,587Net Income 2015: $2222015Revenue 2016: $37,105Expenses 2016: $29,079Net Income 2016: $8,0262016Revenue 2017: $29,385Expenses 2017: $36,246Net Income 2017: -$6,8612017Revenue 2018: $22,160Expenses 2018: $19,842Net Income 2018: $2,3182018Revenue 2019: $41,526Expenses 2019: $26,563Net Income 2019: $14,9632019Revenue 2020: $46,106Expenses 2020: $8,340Net Income 2020: $37,7662020Revenue 2021: -$7,685Expenses 2021: $1,532Net Income 2021: -$9,2172021Revenue 2022: $47,674Expenses 2022: $33,949Net Income 2022: $13,7252022Revenue 2023: $49,016Expenses 2023: $46,762Net Income 2023: $2,2542023Revenue 2024: $50,092Expenses 2024: $30,701Net Income 2024: $19,3912024Revenue 2025: $79,565Expenses 2025: $113,086Net Income 2025: -$33,5212025

Highlighted filing

2015

Revenue$29,809
Expenses$29,587
Net Income$222
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$72,392
Mission and Program Overview

Mission

The primary purposes of the c.l. Smith pta: 1. To support and speak on behalf of children and youth in the schools, in the community and before governmental bodies and other organizations that make decisions affecting children. 2. To assist parents in developing the skills they need to raise and protect their children. 3. To encourage parent and public involvement in the public schools of this nation.

The primary purposes of the c.l. Smith pta:1. To support and speak on behalf of children and youth in theschools, in the community and before governmental bodies and otherorganizations that make decisions affecting children.2. To assist parents in developing the skills they need to raise andprotect their children.3. To encourage parent and public involvement in the public schools ofthis nation.

Program Services

DescriptionGrantsExpenses
MONIES PROVIDED TO SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO ASSIST IN PROVIDING FIELD TRIPS, PE EQUIPMENT, LIBRARY BOOKS, COUNCELING SERVICES AND AWARDS.$953$28,634
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER DIESTAPresident-$0--
LOURINDA BROUWERTreasurer-$0--
SHELLY SILVAVice President-$0--
HALLIE FRAYSIERFinancial Sec-$0--
JENNIFER SAWYERHistorian-$0--
CARI SHAWRecording Sec-$0--
COLE STEVENSAuditor-$0--
CINDY MYERCorresp Sec-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$25,466$25,466$4,618$20,848
Wrapping Paper$10,608$10,608$5,176$5,432
Total Events$48,364$48,364$30,078$18,286
Filing and Contact Details

Filer

Filer Name
Pta - California Congress Cl Smith Pta
EIN
95-6207130
Address
1375 BALBOA ST, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Lourinda Brouwer
Title
Treasurer
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cindrich & Company
Address
1368 MARSH ST, SAN LUIS OBISPO, CA 93401-3316
Preparer
Kristjan J Cindrich CPA
Phone
8055435800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: SCHOOL | Donee's Name: SAN LUIS UNIFIED SCH DIST | Donee's Address: 1375 BALBOA STREET SAN LUIS OBISPO, CA 93405 | Relationship of Donee: ELEMENTARY SCHOOL | Cash Amount Given: $28634

Other Expenses.1012

Insurance $209

Other Expenses.1

MEMBERSHIP DUES $653

Other Expenses.3

BANK FEES $28

Raw XML Appendix189 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08057810801
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020634
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER DIESTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOURINDA BROUWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHELLY SILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HALLIE FRAYSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER SAWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARI SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COLE STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CINDY MYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESP SEC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSES OF THE C.L. SMITH PTA:1. TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THESCHOOLS, IN THE COMMUNITY AND BEFORE GOVERNMENTAL BODIES AND OTHERORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN.2. TO ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE ANDPROTECT THEIR CHILDREN.3. TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OFTHIS NATION.
IRS990EZ/PrintingPublicationsPostageAmt063
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONIES PROVIDED TO SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO ASSIST IN PROVIDING FIELD TRIPS, PE EQUIPMENT, LIBRARY BOOKS, COUNCELING SERVICES AND AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0953
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028634
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042583
IRS990EZ/SpecialEventsNetIncomeLossAmt025706
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029587
IRS990EZ/TotalProgramServiceExpensesAmt0953
IRS990EZ/TotalRevenueAmt029809
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019481
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0349216
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0368697
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070675
IRS990ScheduleA/Total509Grp/TotalAmt0368697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070675
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368697
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030078
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WRAPPING PAPER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012290
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048364
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018286
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt020284
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030078
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05176
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOOL | Donee's Name: SAN LUIS UNIFIED SCH DIST | Donee's Address: 1375 BALBOA STREET SAN LUIS OBISPO, CA 93405 | Relationship of Donee: ELEMENTARY SCHOOL | Cash Amount Given: $28634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP DUES $653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOURINDA BROUWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA - CALIFORNIA CONGRESS CL SMITH PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0956207130
ReturnHeader/Filer/USAddress/AddressLine1Txt01375 BALBOA ST
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CINDRICH & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01368 MARSH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934013316
ReturnHeader/PreparerPersonGrp/PhoneNum08055435800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTJAN J CINDRICH CPA
ReturnHeader/ReturnTs02015-11-12T15:52:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.80$1.13$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.50$0.31$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.49$0.47$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.48$0.34$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.08$0.02$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.46$0.08$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.42$0.27$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.22$0.20$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.29$0.36$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.37$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.30$0.30$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.40$0.29$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.30$0.41$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.48$0.47$0.01
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.47$0.40$0.07